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Planning Services

To manage your money wisely you need a clear vision. You need someone to stand alongside you with an unobstructed understanding of your needs, goals and dreams. We offer an independent and individualized investment approach in addition to a wide variety of products and thousands of non-proprietary investment options to help you manage your money wisely.

 

  • Financial Planning

    Real planning. Real solutions. Imagine the peace of mind that comes with having a plan in place designed with your financial security in mind. Together we can:

    • Keep retirement and college savings on track
    • Make informed financial decisions
    • Take control of your financial future
    • Plan for tax season
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  • Investment Management Services

    It is a great feeling to know that you have a team behind you, especially when it comes to something as important as your investments, your future and your legacy. The experts at United Investment Services have the financial experience and acumen to handle virtually any level of financial management. And because we are completely comfortable managing large portfolios, you can be completely comfortable entrusting your assets to us. When you partner with United, you get:

    • Independent advice from highly qualified trust and investment professionals
    • Made-for-you strategies
    • Our undivided attention
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  • Retirement Planning

    It takes commitment. It takes planning. It takes a trusted team of financial advisors looking ahead and moving you forward.

    • Rollover IRA
    • Roth IRA
    • Maximize your 401(k) & Company Pension Plan

     

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  • Estate Planning

    You don’t have to be independently wealthy to need an estate plan. United’s Wealth Management Group has the expertise and experience you need to protect your loved ones and guard your legacy. We have the knowledge and experience to advise you on:

    • Wills and trusts
    • Life insurance
    • Lifetime Gifts
    • Powers of Attorney and Advanced Directives
    • Charitable Planning Objectives
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  • Saving for Education

    It’s never too late to begin saving for your child’s education. It’s the smart thing to do. United Bank & Trust has your savings solution before it becomes a problem. Choose the right plan for you:

    • Coverdell Education Savings Accounts (ESA)
    • 529 Plans
    • UTMA Custodial Accounts (Uniform Transfers to Minors Act)
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  • Insurance Planning

    An LPL Financial Advisor located at United Investment Services carefully chooses an insurance plan that will protect your family and your assets in the event of death, disability or long term illness. Choose between:

    • Life insurance
    • Long-term care insurance
    • Disability insurance
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  • Business Succession Planning

    If you haven’t planned for the orderly and affordable transfer of your business to the next generation or a key employee, United Bank & Trust can help. We’ll work with you on an array of options including:

    • Gifting, selling or liquidating the business during your lifetime or at the time of your death
    • Keeping the business intact and in the right hands after your death
    • Protecting your heirs and your business with life insurance

     

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Planning Services & Features:

  • Extensive personal investment options
  • Business succession planning
  • Experienced financial advisors
  • Custom designed solutions

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